Cavalier Investments’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,521
| Closed | -$740K | – | 80 |
|
|
2022
Q4 | $740K | Sell |
1,521
-98
| -6% | -$47.7K | 0.27% | 55 |
|
|
2022
Q3 | $625K | Sell |
1,619
-581
| -26% | -$224K | 0.23% | 73 |
|
|
2022
Q2 | $946K | Sell |
2,200
-1,391
| -39% | -$598K | 0.33% | 62 |
|
|
2022
Q1 | $1.59M | Sell |
3,591
-1,182
| -25% | -$522K | 0.41% | 50 |
|
|
2021
Q4 | $1.7M | Buy |
4,773
+33
| +0.7% | +$11.7K | 0.44% | 68 |
|
|
2021
Q3 | $1.64M | Buy |
+4,740
| New | +$1.64M | 0.52% | 58 |
|
|
2017
Q3 | – | Sell |
-2,400
| Closed | -$642K | – | 167 |
|
|
2017
Q2 | $642K | Hold |
2,400
| – | – | 0.36% | 65 |
|
|
2017
Q1 | $642K | Hold |
2,400
| – | – | 0.36% | 65 |
|
|
2016
Q4 | $600K | Buy |
2,400
+500
| +26% | +$125K | 0.39% | 51 |
|
|
2016
Q3 | $455K | Hold |
1,900
| – | – | 0.28% | 72 |
|
|
2016
Q2 | $472K | Hold |
1,900
| – | – | 0.28% | 70 |
|
|
2016
Q1 | $421K | Hold |
1,900
| – | – | 0.24% | 67 |
|
|
2015
Q4 | $413K | Buy |
+1,900
| New | +$413K | 0.25% | 67 |
|